Sergio G. Campos

RELEVANT WEALTH ADVISORS

Mill Valley, CA 94941

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CRD#: 6213801

Professional summary

Sergio Gutierrez Campos, who also goes by Sergio G Campos, is a registered financial advisor currently at RELEVANT WEALTH ADVISORS, LLC located in Mill Valley, California.

Sergio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sergio has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sergio G Campos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sergio Gutierrez Campos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 13, 2024 - Present

RELEVANT WEALTH ADVISORS, LLC

Office #1: 2 Belvedere Place Ste 350, Mill Valley, CA 94941

RIA

CRD#: 1489

Mill Valley, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

Terminated by SEC on 10/01/2021

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2024

Uniform Investment Adviser Law Examination

Current Firm

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

Terminated by SEC on 10/01/2021

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Contact information

Main Address

2 Belvedere Place Ste 350, Mill Valley, CA 94941

Mailing Address

Phone number

(415) 925-4000

Established

California since 07/01/1999

Firm type

Limited Liability Company

Fiscal year end

December

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELEVANT WEALTH ADVISORS WRAP BROCHURE (3/3/2025)

RELEVANT WEALTH ADVISORS ADV PART 2A (3/3/2025)

Direct owners and executive officers

Name	Position	CRD#
RAABE, BRUCE JON	CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER	2268947

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 681,532,553

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sergio G. Campos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sergio Gutierrez Campos's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELEVANT WEALTH ADVISORS, LLC

Primary Firm SEC Registration

RELEVANT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2024

Current Firm

RELEVANT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

RELEVANT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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